Lumentum (LITE)

Lumentum (LITE) on the public record today: 2 items across AI supply chain, Companies, each linked to its public source.

Last updated: 1 Nov 2026.

AI supply chain

• LITE: capital spending $230M in the quarter to 26 Sep 2026, +202% on a year earlier — revenue +137% on a year earlier (SEC filings, 25 Sep 2026) LITE

Companies

• Marvell Technology, Inc. filed SEC merger documents for its planned acquisition of Lumentum Holdings Inc. on 2 Nov — Latest merger filing 2 Nov 2026, no completion filing yet (SEC EDGAR (filing headers), 1 Nov 2026) MRVL LITE

Named alongside

Marvell Technology (MRVL)

Lumentum in the terminal